Group 1 - The core point of the news is that Saiwei Microelectronics (688325.SH) has signed a share transfer agreement to transfer 14.64492 million shares, representing 17.00033% of the total share capital, to industrial investors for a total price of 674 million yuan at 46.032 yuan per share [1][2] Group 2 - The transfer is aimed at introducing recognized investors who value the company's intrinsic worth and future development, optimizing the shareholding structure, and promoting strategic development [1][2] - The new investor, Pengbang Industrial Co., Ltd., is expected to help the company expand its market space in the new energy storage sector and enhance market competitiveness by collaborating with the upstream and downstream industry chain [2] - After the transfer, the combined direct shareholding of Zhengxin Investment and Shanghai Lingguan will be 5.53888%, while the indirect shareholding through Dongguan Weitu Investment Management Partnership will be 10.55% [2]

广东赛微微电子股份有限公司 简式权益变动报告书 信息披露义务人：上海朋邦实业有限公司 1 上市公司名称：广东赛微微电子股份有限公司 股票上市地点：上海证券交易所 股票简称：赛微微电 股票代码：688325 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变 动报告书》及相关法律、法规和规范性文件编制。 住所：上海市嘉定区皇庆路 333 号 2 幢五层 通讯地址：上海市闵行区闵虹路 166 弄 1 号楼 2712-2718 股份变动性质：股份增加（协议转让） 签署日期：二〇二五年九月十一日 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在广东赛微微电子股份有限公司中拥有权益 的情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人未通 过任何其他方式增加或减少其在上市公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人未 委托或者授权其它任何人 ...

广东赛微微电子股份有限公司 简式权益变动报告书 上市公司名称：广东赛微微电子股份有限公司 股票上市地点：上海证券交易所 股票简称：赛微微电 股票代码：688325 信息披露义务人一：上海武岳峰集成电路股权投资合伙企业（有限合伙） 信息披露义务人三：上海岭观企业管理合伙企业（有限合伙） 住所：上海市崇明区东平镇东风公路 399 号 9318 室（东平镇经济开发区） 通讯地址：上海市杨浦区杨树浦路 1198 号 A 栋 股份变动性质：股份减少（集中竞价交易、协议转让）、被动稀释 签署日期：二〇二五年九月十一日 1 信息披露义务人声明 住所：中国（上海）自由贸易试验区祖冲之路 1077 号 2196 室 通讯地址：上海市杨浦区杨树浦路 1198 号山金金融广场 A 栋 8 层 信息披露义务人二：北京武岳峰中清正合科技创业投资管理有限公司(代表"北 京武岳峰亦合高科技产业投资合伙企业（有限合伙）") 住所：北京市海淀区知春路 7 号致真大厦 A 座 24 层 2406 号 通讯地址：北京市海淀区知春路 7 号致真大厦 A 座 24 层 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人未 委托或者授权其 ...

广东赛微微电子股份有限公司 简式权益变动报告书 信息披露义务人：常州武岳峰正芯实业投资合伙企业（有限合伙） 住所：武进国家高新技术产业开发区西湖路 8 号津通国际工业园 18 号楼 8149-13 通讯地址：常州市武进区常武南路 588 号天安数码城 A 座 706 室 股份变动性质：股份增加（协议转让） 签署日期：二〇二五年九月十一日 1 上市公司名称：广东赛微微电子股份有限公司 股票上市地点：上海证券交易所 股票简称：赛微微电 股票代码：688325 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变 动报告书》及相关法律、法规和规范性文件编制。 | 附表 18 | | --- | 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在广东赛微微电子股份有限公司中拥有权益 的情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人未通 过任何其他方式增加或减少其在上市公司中拥有权益 ...

证券代码：688325 证券简称：赛微微电 公告编号：2025-062 广东赛微微电子股份有限公司 关于持股 5%以上股东及其一致行动人协议转让股份 暨股东权益变动的提示性公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 3、基于对公司未来持续发展的信心和长期投资价值的认可，受让方朋邦实 业承诺自标的股份完成过户登记之日起 12 个月内不减持其通过本次交易取得的 股份，其中 50%的股份自标的股份完成过户登记之日起 24 个月内不减持；正芯 投资承诺自标的股份完成过户登记之日起 12 个月内不减持其通过本次交易取得 的股份。 4、本次权益变动不触及要约收购，不会导致公司控股股东、实际控制人发 生变化，不会对公司治理结构及持续经营产生影响。 5、本次协议转让尚需经上海证券交易所合规性确认后，方能在中国证券登 记结算有限责任公司上海分公司办理股份过户手续。本次交易能否最终完成尚存 在不确定性，敬请广大投资者注意投资风险。 重要内容提示： 1、公司于近日收到了持股 5%以上股东上海武岳峰集成电路股权投资合伙企 业（有限 ...

Core Viewpoint - The announcement details a share transfer agreement involving Saiwei Microelectronics (688325), where shareholders are transferring a total of 14.64 million shares, representing 17% of the company's total equity, to new investors, which is expected to enhance the company's market competitiveness in the new energy storage sector [1] Group 1 - The transfer involves Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership and its concerted parties as the transferors, and Shanghai Pengbang Industrial Co., Ltd. and Changzhou Wuyuefeng Zhengxin Industrial Investment Partnership as the transferees [1] - The agreed transfer price is 46.032 yuan per share, totaling approximately 674 million yuan for the entire transaction [1] - This equity change does not trigger a mandatory tender offer and will not alter the company's controlling shareholder or actual controller, nor will it impact the company's governance structure or ongoing operations [1] Group 2 - The new investor, Pengbang Industrial, is characterized as an industrial investor, which is expected to assist the company in expanding its market space in the new energy storage field and enhance collaboration across the upstream and downstream supply chain [1]

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 中国银河证券股份有限公司宜昌新世纪证券营业部 | 2034.26 | | 光大证券股份有限公司上海世纪大道证券营业部 | 1646.95 | | 华鑫证券有限责任公司上海莲花路证券营业部 | 1599.25 | | 中信证券股份有限公司上海分公司 | 1487.71 | | 开源证券股份有限公司西安西大街证券营业部 | 1445.48 | | 卖出营业部名称 | 卖出金额(万元) | | 华泰证券股份有限公司南京中华路证券营业部 | 2080.31 | | 中国中金财富证券有限公司深圳五和大道证券营业部 | 1079.47 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 802.97 | | 中信证券股份有限公司上海分公司 | 769.27 | | 国泰海通证券股份有限公司总部 | 767.12 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 资金流向方面，该股今日全天主力资金净流入4020.58万元。（数据宝） 赛微微电9月11日龙虎榜 9月11日赛微微电(688325)收盘价 ...

Group 1 - The article discusses the performance and characteristics of various ETFs tracking the STAR Market indices, highlighting their focus on high-tech sectors such as semiconductors, medical devices, and software development [2][3][5] - The STAR 50 ETF tracks the STAR 50 Index, which consists of 50 large-cap stocks with a significant focus on "hard technology," particularly semiconductors, which account for over 60% of the index [2] - The STAR 100 ETF focuses on medium-cap stocks, with over 80% of its composition in electronic, pharmaceutical, and computer industries, indicating a strong emphasis on small and medium-sized innovative enterprises [2][3] Group 2 - The STAR Comprehensive Index ETF covers the entire STAR Market, focusing on core industries such as artificial intelligence, semiconductors, and new energy, and includes all 17 primary industries listed on the STAR Market [3] - The STAR Growth 50 ETF is composed of 50 stocks with high growth rates in revenue and net profit, with nearly 75% of its composition in the electronic and pharmaceutical sectors, showcasing a strong growth style [5] - The rolling price-to-earnings (P/E) ratios for these indices indicate varying levels of valuation, with the STAR 50 ETF at 173.6 times, the STAR 100 ETF at 218.9 times, and the STAR Growth 50 ETF at 200.3 times, reflecting the growth potential and market expectations for these sectors [2][3][5]

Market Overview - The A-share market experienced a significant rally on September 11, with major indices such as the ChiNext Index and the Sci-Tech Innovation 50 Index rising over 5% [2] - The Shanghai Composite Index increased by 1.65%, while the Shenzhen Component Index rose by 3.36% [2] - A total of 4,221 stocks rose, with 94 hitting the daily limit up, while 1,047 stocks declined [2][3] Trading Statistics - The total trading volume reached approximately 24,645.93 billion [3] - The number of stocks that increased was 4,221, representing a 55.47% increase in rising stocks [3] - The overall number of stocks traded was 5,430, with 162 stocks suspended [3] Sector Performance - The computing hardware sector showed strong performance, with companies like Industrial Fulian (601138) achieving a "two consecutive limit up" and reaching a historical high [4] - Other computing hardware stocks such as Shenghong Technology (300476), Zhongji Xuchuang (300308), and Xinyi Sheng (300502) all surged over 10% [4] Semiconductor Sector - Semiconductor stocks also saw a broad increase, with companies like Haiguang Information, New Xiangwei, and Juguang Technology hitting the daily limit up [6][7] Catalyst for Market Movement - The primary driver for the surge in technology stocks was Oracle Corporation, whose stock price soared by 43% after announcing an expected $455 billion in unconfirmed contract revenue for the recent fiscal quarter [9] - Oracle's CEO indicated that the company signed four large contracts with three clients, with expectations of additional large contracts in the coming months, potentially pushing contract revenue above $500 billion [9] - A significant contract between OpenAI and Oracle, valued at $300 billion over five years, was also disclosed, highlighting the increasing demand for AI computing power [9][10] Implications for AI and Cloud Computing - The deal with OpenAI is noted as one of the largest cloud contracts in history, reflecting a robust spending trend in AI data centers despite concerns about potential market bubbles [10] - The optimistic sentiment surrounding AI was reinforced by Oracle's announcements, indicating a high demand for AI computing power and shifting market focus back to AI-related themes [10]

市场早盘持续走强，三大指数下探后快速回升，创业板指站上3000点。南财金融终端显示，截至早盘收 盘，沪指涨1.12%，深成指涨2.63%，创业板指涨4.31%。 盘面上热点较为集中，全市场超3300只个股上涨。 从板块来看，算力硬件股集体大涨，工业富联2连板； 芯片股爆发，赛微微电20cm涨停； 大金融板块表现活跃，国海证券涨停。 下跌方面，贵金属概念股重挫，西部黄金大跌。 沪深两市半日成交额1.48万亿元，较上个交易日放量1938亿。 个股方面，新易盛成交额超187亿元居首，中际旭创、胜宏科技、寒武纪成交额靠前。 | 护刻A股 | 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 44000 | | 名称 | | 蛋糕 | 最新价 | 器具 | 粉速 | 盘比 | 接手率 | 原标 | 成交额▼ | | 1 300502 | | 新易盛 | | +12.08% | 375.40 | +40.45 | +0.51% | ...